Baird Financial Group
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Baird Financial Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Baird Financial Group’s Portfolio FTC Stock Details FTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.4M Buy
151,568
+1,104
+0.7% +$178K 0.04% 331
2025
Q4 		$24.1M Buy
150,464
+2,354
+2% +$377K 0.04% 326
2025
Q3 		$23.8M Buy
148,110
+2,464
+2% +$384K 0.04% 331
2025
Q2 		$22M Sell
145,646
-13,055
-8% -$1.8M 0.04% 344
2025
Q1 		$20.9M Buy
158,701
+9,054
+6% +$1.27M 0.04% 341
2024
Q4 		$20.7M Buy
149,647
+31,662
+27% +$4.42M 0.04% 333
2024
Q3 		$15.5M Sell
117,985
-2,124
-2% -$264K 0.03% 400
2024
Q2 		$14.7M Sell
120,109
-830
-0.7% -$99.8K 0.03% 392
2024
Q1 		$14.9M Buy
120,939
+424
+0.4% +$49.3K 0.03% 392
2023
Q4 		$13.2M Buy
120,515
+7,425
+7% +$750K 0.03% 408
2023
Q3 		$10.9M Buy
113,090
+101,315
+860% +$10.2M 0.03% 411
2023
Q2 		$1.19M Sell
11,775
-26,439
-69% -$2.5M ﹤0.01% 1061
2023
Q1 		$3.56M Buy
38,214
+1,546
+4% +$144K 0.01% 700
2022
Q4 		$3.35M Buy
36,668
+25,564
+230% +$2.37M 0.01% 693
2022
Q3 		$950K Sell
11,104
-6,237
-36% -$584K ﹤0.01% 1067
2022
Q2 		$1.53M Sell
17,341
-1,600
-8% -$153K ﹤0.01% 945
2022
Q1 		$2.02M Sell
18,941
-25,974
-58% -$2.74M 0.01% 907
2021
Q4 		$5.4M Buy
44,915
+2,148
+5% +$254K 0.01% 599
2021
Q3 		$4.75M Buy
42,767
+35,841
+517% +$4.09M 0.01% 617
2021
Q2 		$760K Sell
6,926
-488
-7% -$50.4K ﹤0.01% 1283
2021
Q1 		$724K Sell
7,414
-176
-2% -$17.4K ﹤0.01% 1246
2020
Q4 		$733K Sell
7,590
-22
-0.3% -$1.98K ﹤0.01% 1129
2020
Q3 		$639K Buy
7,612
+119
+2% +$9.77K ﹤0.01% 1083
2020
Q2 		$574K Sell
7,493
-1,886
-20% -$132K ﹤0.01% 1110
2020
Q1 		$562K Sell
9,379
-44,125
-82% -$3.11M ﹤0.01% 1027
2019
Q4 		$3.9M Sell
53,504
-2,383
-4% -$169K 0.01% 589
2019
Q3 		$3.91M Sell
55,887
-4,872
-8% -$345K 0.02% 581
2019
Q2 		$4.27M Buy
60,759
+52,787
+662% +$3.6M 0.02% 556
2019
Q1 		$534K Sell
7,972
-2,211
-22% -$140K ﹤0.01% 1015
2018
Q4 		$584K Buy
10,183
+4,741
+87% +$295K ﹤0.01% 944
2018
Q3 		$384K Buy
+5,442
New +$374K ﹤0.01% 1115

Other funds holding FTC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Baird Financial Group's FTC Position: Q1 2026 in Review

Baird Financial Group increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.73% in Q1 2026, buying an estimated $178K and bringing the position to 151,568 shares worth $23.4M. The position accounts for 0.04% of the portfolio, ranked #331.

Baird Financial Group first reported a position in FTC in Q3 2018 and has held it in 31 quarters since. The position peaked at $24.1M in Q4 2025. 207 funds tracked by Wall St. Rank hold FTC as of Q1 2026.

  • Baird Financial Group held 151,568 shares of First Trust Large Cap Growth AlphaDEX Fund worth $23.4M as of Q1 2026.
  • Baird Financial Group bought 1,104 First Trust Large Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $178K.
  • First Trust Large Cap Growth AlphaDEX Fund made up 0.04% of Baird Financial Group's portfolio in Q1 2026, its #331 holding.
  • Baird Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2018 and has held it in 31 quarters since.
  • Baird Financial Group's First Trust Large Cap Growth AlphaDEX Fund position peaked at $24.1M in Q4 2025.
  • 207 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.